Filed March 18, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,091 | $81,248-74.0% | $155,509-86.4% | $80,856-73.9% |
| Participation rate | 57.7% | 66.2%-8.5pp | 78.2%-20.5pp | 67.6%-9.9pp |
| Annual return | 11.44% | 33.31%-21.9pp | 64.67%-53.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,238 | $3,100-60.1% | $4,672-73.5% | $2,755-55.0% |
| Participant deferral / active EE | $3,344 | $3,452-3.1% | $5,626-40.6% | $4,296-22.2% |
| Admin fee / account holder | $10,941 | $7,997+36.8% | $15,912-31.2% | $6,918+58.2% |